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Public Storage

632 hedge funds and large institutions have $30.5B invested in Public Storage in 2017 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 248 increasing their positions, 215 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 49

15% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 215

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2% more funds holding

Funds holding: 621632 (+11)

1.11% more ownership

Funds ownership: 79.28%80.39% (+1.1%)

1% less capital invested

Capital invested by funds: $30.7B → $30.5B (-$202M)

27% less call options, than puts

Call options by funds: $93.5M | Put options by funds: $129M

Holders
632
Holders Change
+11
Holders Change %
+1.77%
% of All Funds
15.73%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.45%
New
68
Increased
248
Reduced
215
Closed
49
Calls
$93.5M
Puts
$129M
Net Calls
-$35.3M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Diamond Hill Capital Management
451
Diamond Hill Capital Management
Ohio
$364K +$1.55K +7 +0.4%
ST
452
Spinnaker Trust
Maine
$361K
FNT
453
First National Trust
Pennsylvania
$356K -$61.6K -278 -15%
MGIA
454
Moneta Group Investment Advisors
Missouri
$354K -$76K -343 -18%
BCP
455
Blue Chip Partners
Michigan
$352K +$107K +481 +43%
PL
456
Parkwood LLC
Ohio
$341K -$229K -1,035 -40%
WI
457
WBI Investments
New Jersey
$337K +$341K +1,539 New
O
458
OppenheimerFunds
New York
$323K +$27K +122 +9%
FNBT
459
FineMark National Bank & Trust
Florida
$323K +$116K +525 +55%
MCP
460
Mirador Capital Partners
California
$320K
Assenagon Asset Management
461
Assenagon Asset Management
Luxembourg
$315K +$319K +1,439 New
PIM
462
Penobscot Investment Management
Massachusetts
$314K +$318K +1,435 New
ACA
463
Anchor Capital Advisors
Massachusetts
$313K
BIM
464
Bridgecreek Investment Management
Oklahoma
$312K
CIC
465
Carnegie Investment Counsel
Ohio
$307K +$326K +1,470 New
CGL
466
Clarius Group LLC
Washington
$304K
CCA
467
Checchi Capital Advisers
California
$302K -$48.5K -219 -14%
CBU
468
CIBC Bank USA
Illinois
$302K +$3.77K +17 +1%
OMCS
469
Old Mutual Customised Solutions
South Africa
$292K +$73.8K +333 +33%
FLI
470
Family Legacy Inc
South Carolina
$292K +$296K +1,335 New
DZ Bank
471
DZ Bank
Germany
$289K
Wolverine Trading
472
Wolverine Trading
Illinois
$287K -$1.7M -7,655 -85%
CFMC
473
Curbstone Financial Management Corp
New Hampshire
$287K +$66.4K +300 +30%
SA
474
SpiderRock Advisors
Delaware
$283K
HAG
475
HighPoint Advisor Group
Illinois
$282K +$1.37M +6,167 New

PSA Hedge Fund Activity: Q1 2017 in Review

632 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q1 2017, worth a combined $30.5B — down 0.66% from $30.7B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new PSA positions and 49 closed out — a net gain of 19 holders — while 248 added to existing stakes and 215 trimmed.

The largest buyer was BlackRock, adding an estimated $3.02B. The largest seller was Fidelity Investments, cutting an estimated $220M.

  • 632 institutional investors held Public Storage (PSA) as of Q1 2017, up from 621 in Q4 2016.
  • Funds reported $30.5B of Public Storage stock for Q1 2017, down 0.66% quarter-over-quarter.
  • 68 funds opened new Public Storage positions in Q1 2017 and 49 closed out, a net change of +19 holders.
  • The largest Public Storage buyer in Q1 2017 was BlackRock, an estimated $3.02B added.
  • The largest Public Storage seller in Q1 2017 was Fidelity Investments, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2017.